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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,537 | $51,244-87.2% | $80,977-91.9% | $55,167-88.2% |
| Participation rate | 28.1% | 71.7%-43.5pp | 75.8%-47.7pp | 69.0%-40.8pp |
| Annual return | 10.68% | 17.39%-6.7pp | 17.11%-6.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,036 | $4,418-76.5% | $5,696-81.8% | $3,054-66.1% |
| Admin fee / account holder | $160 | $398-59.9% | $5,517-97.1% | $504-68.3% |